Provider Watch
from Onlook

Edition 07 · Mon May 25, 2026

Figma puts an agent inside the design canvas — right on our thesis.

On May 20 Figma opened beta access to a native in-canvas agent that generates and remixes designs, makes bulk edits across flows, and documents the design system — respecting existing components and tokens. It pushes agentic editing onto the live artifact, the same ground we stake on real code.

Read Figma's post
Editorial illustration: a beam of warm light scans a row of stone forms in the dark, one ember-glowing — surveying the week and selecting what matters

Four items this week, ranked by Onlook impact.

  1. 01

    Figma's in-canvas Design agent enters beta — agentic editing on the live artifact

    Figma is now generating and remixing inside the canvas, component- and token-aware, feeding its design‑to‑code funnel. Closest competitive move of the week to our "edit the real thing" premise — on design files, not code.

  2. 02

    Liveblocks v3.19.3 fixes disconnects while loading large Storage states

    The realtime engine under our canvas patches an unexpected-disconnect bug during large/extended streaming and large initial Storage loads, plus a Storage chunking speedup. Action needed: bump to 3.19.3 and regression-sweep heavy documents.

  3. 03

    Neon ships an Agent Plan and per-tenant provisioning patterns

    Usage-based plan for high-volume programmatic provisioning, a neon-for-agent-platforms skill, and an MCP create_branch parentId fork. Directly relevant if we ever provision Postgres per generated app.

  4. 04

    Lovable adds Workspace Skills — the "skills" primitive is now table stakes

    Reusable saved instructions Lovable auto-applies, landing the same week as a research-preview MCP server. Figma Make, Lovable, Claude Code all carry a skills primitive now — the differentiation moves to what it actually buys inside the surface.

Editorial illustration: a robotic arm reaches into a framed canvas and rearranges floating design panels, while a watcher observes from the foreground — an agent editing inside the artifact

The agentic-editing surface just moved onto the canvas.

Figma's new in-canvas agent (gradual beta from May 20) generates and remixes designs, makes bulk edits, swaps states across flows, populates content, and documents the design system — all while respecting existing components and tokens. It's distinct from the Figma Make "Skills" we covered last week: this is the design-file agent itself, operating directly on the live artifact rather than a prompt-to-prototype surface.

The strategic read: this is the most direct move of the window against the premise we own — editing the running thing, not a spec of it. Figma's version runs on design files and feeds its design-to-code funnel (agent → Dev Mode → MCP → coding agent). Our provisional moat holds — bidirectional editing on real React code is still further down the value chain than design-file synthesis — but the question is whether Figma's distribution and file gravity outrun that premise.

What's still our moat (provisional)

  • The agent edits design files, not the production codebase — the design-to-code translation gap it creates is the gap we close.
  • Component / token awareness is real, but it's awareness of a design system, not of a live app's runtime state.
  • Worth a Daniel conversation on how we sharpen "code as source of truth" while Figma owns the file-gravity story.
Editorial illustration: a heavy stream of blocks pours into a funnel that no longer overflows, a frayed connection thread now mended in persimmon — large Storage loads no longer dropping the connection

A reliability fix that lands right where our canvas hurts.

v3.19.3 (week 21) patches an unexpected-disconnect bug that fired during large or extended streaming responses — notably when a client loads a substantial initial Storage state. A separate backend chunking optimization speeds those initial loads. Our multiplayer canvas loads exactly these large Storage states, so this is a fix aimed straight at our usage pattern.

The action is a patch bump and a regression sweep — open a heavy document in a real multi-cursor session and confirm no drift. This follows last week's v3.19.2 Yjs keep-alive fix and the completed Storage v2 migration; the engine under the canvas is in active hardening.

What's new

  • v3.19.3: clients no longer disconnect unexpectedly during large / extended streaming responses or large initial Storage loads.
  • Storage chunking optimization — faster initial load of substantial documents.
  • AI-in-Comments examples (Linear-style tracker, flowchart AI, dashboard reports) shipped — AI Agents scope, not our path.
Editorial illustration: a central trunk branches into many small identical database saplings, each tagged for a different tenant, with one persimmon branch forking off — per-tenant provisioning and branch forking

Postgres-for-agents grows a provisioning plan worth watching.

Neon shipped (May 22) an Agent Plan — usage-based pricing for high-volume programmatic provisioning — plus a neon-for-agent-platforms skill with TypeScript samples for dual-org setups, per-tenant provisioning, and consumption-API queries. The MCP create_branch tool gained an optional parentId, so an agent can fork any branch, not just the project default.

We're on Supabase, so none of this is operational for us today. The relevance is shape-of-the-future: if we ever provision a database per user-generated app, this is the pattern — and Neon-under-Databricks doubling down on "Postgres for AI agents" is a standing competitive-watch item for Supabase.

What's new

  • Agent Plan: usage-based plan for high-volume programmatic DB provisioning.
  • neon-for-agent-platforms skill — dual-org, per-tenant provisioning, consumption-API query samples.
  • MCP create_branch accepts parentId — fork from any branch.
  • Manual snapshots raised to 100/project on paid plans (backup-schedule snapshots exempt).
Editorial illustration: a local workbench connected by a glowing persimmon tunnel to a public doorway, with a Vite-style lightning bolt over the workbench — local dev sharing through both Wrangler and the Vite plugin

The shareable-preview story now reaches the Vite plugin.

Last week's Tunnel-in-Wrangler (press t for a public preview URL) now also works through the Cloudflare Vite plugin (May 18) — the path closer to our Vite-adjacent stack. Same-network demos, cross-device QA, and sharing a canvas branch with Daniel without a staging deploy get easier.

Also in window (May 21): VPC Network bindings (network_id: "cf1:network") to reach a private network from a Worker, and Artifacts namespace / repo / token management from the Wrangler CLI. Both are enterprise-leaning — low immediate relevance, worth filing.

What's new

  • Dev-tunnel public URLs now available via the Cloudflare Vite plugin, not just Wrangler.
  • VPC Network bindings — reach a full private network from Workers.
  • Artifacts namespace / repo / token management commands in the Wrangler CLI.
Editorial illustration: three different builder workbenches in a row, each clipping in the same persimmon recipe card from a shared rack — a reusable-instruction primitive common across competitors

"Skills" just became table stakes across the category.

Lovable shipped Workspace Skills (May 18) — reusable saved instructions it auto-applies, created in workspace settings, uploaded, or auto-saved from a repeated workflow. The same drop included a Lovable MCP server in research preview, TanStack Start as the new default, and a batch of connectors. With Figma Make and Claude Code already carrying the primitive, a "skills" surface is now the category baseline, not a differentiator.

The product

  • Workspace Skills: saved, reusable instruction sets auto-applied across a workspace.
  • Lovable MCP server still only "research preview" — an opening if we want to lead on MCP depth.
  • TanStack Start as default echoes Storybook's TanStack-first-class move — TanStack momentum is a cross-provider signal.
Editorial illustration: a settled control panel with one dial mid-turn and a distant figure shaking hands at a partner desk — a calmer week with an enterprise alliance in the background

Quieter week on the surface we consolidated onto.

After last week's billing earthquake (programmatic Claude moves to a metered credit pool June 15) and the Stainless acquisition, this window was calmer: a Project Glasswing update (May 22) and a KPMG strategic alliance (May 19) putting Claude across a 276k-person workforce. The KPMG deal is an enterprise-credibility proof-point for the bet we just made consolidating on Anthropic.

Watch item, date-unconfirmed: self-hosted sandboxes (running agent tool-execution on your own infra while the agent loop stays on Anthropic's) have been surfacing in engineering / docs content. If that ships as a real, dated capability, it's strategically significant for us — own the execution environment, keep the orchestration managed. Flagging for a dig once a firm source lands.

What's new

  • Project Glasswing — an initial update (May 22).
  • KPMG strategic alliance (May 19) — Claude across a 276k workforce; enterprise proof-point.
  • Self-hosted sandboxes circulating in eng/docs content — watch for a dated launch.

Stuff we didn't dig into. Skim for serendipity.

Next.js

Canary 16.3 train continued (canaries 26–28). canary.26 flips optimisticRouting and cachedNavigations on by default (the latter under cacheComponents); 27–28 are PPR routing fixes + internal tooling. — canaries only — nothing on stable to chase, but watch the nav-default flip if anyone tracks canary

React

No release this window. — quiet

TypeScript

No release this window. typescript-go (the Native port) milestone for 7.0 RC sat ~46% mid-month; nothing tagged.

Bun

Still on 1.3.14 — the final Zig release. No first Rust-built stable tag yet. — the Rust-stable tag remains the thing to watch

Tailwind CSS

No release this window. 4.3 (scrollbar utilities, @container-size) from May 8 remains the latest.

tRPC

No release this window. Latest stable remains v11.13.2; v12 still unshipped.

TanStack Query

v5.100.14 (May 23) — React Query no longer enters an optimistic fetching state when a query isn't subscribed. Touches useQuery for unsubscribed queries. — we hydrate React Query via tRPC — safe patch bump, glance at optimistic-update flows

Drizzle ORM

v1.0.0-rc.3 (May 18) — ports the Postgres refactor to MySQL (no JIT mappers, RQBv1 removed there). Postgres path unaffected; the casing: 'snake_case' breaking change still looms for the v1 stable cut. — we're on Postgres/Supabase — no migration pressure yet, but plan the casing config ahead of v1

Zod

No release this window. Still on the 4.4.x line; no tagged 4.5 yet despite earlier canary chatter.

Neon

Also this window: paid plans now allow 100 manual snapshots/project (up from 10); backup-schedule snapshots don't count against the quota. — see the deep card for the Agent Plan story

Vercel platform

No hosting / Blob / toolbar release this window. The window's Vercel activity was all AI Gateway (Qwen 3.7 Max, Grok Build 0.1), Chat SDK, and Flags weighted splits — out of platform scope.

E2B

No confirmed tagged release this window. Repo had commits but nothing versioned surfaced; SDK 2.21.1 (May 14) remains the latest named release. — low-confidence quiet — couldn't verify a tag

Langfuse

Python SDK v3.15.0 (May 21) adds text-score support in v3; new Cloud projects now default blob / PostHog / Mixpanel exports to enriched observations. — Python SDK is minor for a TS shop; the export default matters if we pipe Langfuse to PostHog

Storybook

v10.4.1 (May 22) — maintenance patch on the 10.4 line: Angular model() signal outputs, a next/link useLinkStatus mock, framework detection via peerDeps. No new agent surface. — the strategic 10.4 story was last week; this is cleanup

MCP SDK

No tagged release this window. Latest tags remain the 2.0.0-alpha line from April; v2 monorepo work continues on main.

React Flow (xyflow)

No release this window. @xyflow/react@12.10.2 (March) remains current. Canvas library stable.

Motion

No release this window. v12.40 (arc() transition) from last window remains the latest stable.

Anthropic

Window items beyond the cover/deep card: a Project Glasswing update (May 22) and a KPMG strategic alliance (May 19, Claude across a 276k workforce — enterprise proof-point). — the metered-credit billing shift (June 15) and Stainless buy were last week's carryover

Twitter · X coverage
Twitter / X coverage deferred again this run — the browser path against the personal Chrome profile is wired but the pass wasn't run this week. Targeting a live pull for Edition 08.

Provider Watch

20 providers tracked · sources locked May 25, 2026 · weekly worker · Mondays 7 AM PT

Source map
  • Foundational (9): Next.js · React · TypeScript · Bun · Tailwind CSS · tRPC · TanStack Query · Drizzle ORM · Zod
  • Paid services (7): Neon · Vercel · Liveblocks · E2B · Cloudflare Workers · Langfuse · Anthropic Claude Agent SDK
  • Strategic (4): Storybook · MCP SDK · React Flow · Motion
  • Adjacent-only watch: Vercel AI SDK (migrating off) · competitors in design-to-code